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It's never a good sign when a company sees competitors running laps around it and responds with something that will only accelerate migrations to those competit
by mkr-hn 5y ago
It's never a good sign when a company sees competitors running laps around it and responds with something that will only accelerate migrations to those competitors. Someone somewhere in Intel told them this is the way to beat that upstart TSMC and someone with authority pushed it through against the warnings of anyone with both sense and influence.
Sent from my Ryzen 5 4500U laptop with two Apple ARM chips in close orbit
- bitwize 5y agoIt's called retreating upmarket, (Norm Macdonald voice) or as I like to call it, digging your own grave. Companies do it all the time. And usually a short time later, they either die or become irrelevant. Look what happened to Embarcadero as they retreated to nickel-and-diming existing enterprise customers. They're completely irrelevant, despite TP and Delphi having been legendary products. Embarcadero is only a thing because Borland did the same thing two decades ago, spinning off their programmer tools so they could chase the enterprise SDLC dollar, and there's nothing left of Borland because they've been completely absorbed by the Micro Focus sarlacc. Intel is demonstrating that they can't compete on x86 performance, and where raw performance isn't the goal, ARM is now completely adequate thanks in part to Apple Silicon. So they're retreating to nickel-and-diming enterprises to death with this crazy on-chip DLC scheme, and there may well be some takers. But the real action will be on commodity hardware -- perhaps even open-source hardware, and Intel will be servicing a dwindling (but deep-pocketed) customer base. Their lunch will be slowly eaten unless they pull a real rabbit out of their hat.